A Holistic, Coordinated Approach to protect what a thoughtful, coordinated approach to protect what is important to you.
Comprehensive wealth management is about more than managing investments. It’s about bringing every important financial decision together through one experienced relationship. With more than $6 billion in assets under management. Florida Trust Wealth Management is the largest independent trust company headquartered in Florida and has been proudly serving Florida families and business owners for more than 25 years. We coordinate investment management, retirement planning, trust & estate administration, Family Office Services and wealth transfer into one long-term strategy tailored to your family’s goals.
We coordinate investments, trusts, retirement, and estate planning into a comprehensive financial strategy.
Disciplined investment decisions guided by independent research and your long-term financial objectives.
Experienced trust administration and estate planning to help families preserve wealth across generations.
Preparing for your retirement means coordinating investments, IRAs, taxes, retirement income and estate plans.
Integrating charitable giving into your family’s financial, tax, and estate planning strategy.
Multigenerational wealth involves family governance, thoughtful wealth transfer, and financial education.
As a trust company, Florida Trust is held to a higher standard regarding fiduciary responsibilities. The decisions we make are always made for the client’s benefit. At Florida Trust, our wealth management philosophy encompasses a simple belief: Your financial life should support your values – not just your returns. We provide comprehensive wealth management that brings together investment strategy, trust and estate planning, tax efficiency, retirement readiness, financial planning, and risk protection – so that every piece of your financial picture is working together.
As an independent trust company, we act in your best interest without commissions or proprietary investment products.
Trust administration provides continuity for your family through incapacity, estate settlement, and future generations.
Wealth management is a coordinated approach to helping individuals and families make informed financial decisions by bringing together investment management, financial planning, retirement planning, tax strategies, trust and estate planning, and long-term wealth transfer goals.
While investment management is an important component, true wealth management considers your entire financial picture. Decisions involving retirement, taxes, charitable giving, business ownership, estate planning, and family wealth are interconnected, and each should support your broader objectives.
At Florida Trust Wealth Management, we believe wealth management is about more than managing assets. It is about helping clients make informed financial decisions through every stage of life. As your circumstances evolve, your planning should evolve with them.
A wealth manager helps coordinate the many financial decisions that shape your life, providing guidance that extends well beyond investment management.
A wealth manager serves as a long-term advisor, helping you evaluate investments, retirement planning, tax strategies, trust and estate planning, charitable giving, business succession, and wealth transfer.
At Florida Trust Wealth Management, we routinely work alongside your CPA, estate planning attorney, insurance professional, and other trusted advisors because important financial decisions are most effective when every member of your advisory team is working together.
Financial decisions rarely happen in isolation. Comprehensive wealth management helps ensure each decision supports your overall financial strategy.
An investment decision may affect your tax situation. A retirement withdrawal may influence your estate plan. Selling a business may create opportunities for charitable giving, trust planning, or wealth transfer.
Rather than viewing these conversations independently, Florida Trust Wealth Management helps coordinate them through one long-term strategy, allowing each decision to support your broader financial picture.
Many wealth management firms focus primarily on investment management. Florida Trust Wealth Management combines sophisticated financial guidance with the capabilities of an independent trust company through one trusted relationship.
For more than 25 years, we’ve helped individuals, families, business owners, executives, and retirees coordinate investment management, retirement planning, trust administration, Family Office Services, and wealth transfer planning.
As the largest independent trust company headquartered in Florida, we provide capabilities that extend beyond traditional wealth management while continuing to work alongside your CPA, estate planning attorney, insurance professional, and other trusted advisors.
Clients work directly with experienced local portfolio managers and professionals who understand their financial picture, remain actively involved throughout the relationship, and are committed to helping families make informed financial decisions for generations.
Our team of professionals are here to help you protect your life, your family, your future and your legacy.
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